Last month, we launched Retirement Manager, our new holistic planning tool helping you to manage your clients' finances both leading up to, and in retirement.
Retirement Manager helps you to create sustainable plans for your clients' retirement needs, and it also enables you to keep evidence of the options. The tool produces professional reports and allows client reviews to be completed at any time.
Don’t just take our word for it though. Ian McKenna of the Financial Technology Research Centre had this to say in Money Marketing:
You can watch a short presentation from John Lawson on what Retirement Manager has to offer, and see a demo of the tool in action by clicking here.
Retirement Manager isn’t the only enhancement to our online proposition for you.
SIPP Online
We recently added the ability to apply for SIPP New Business online, making it easier than ever for you to do business with us.
Our online capability provides a truly end to end process including quotes, applications, tracking and trading.
Further to this, we will soon be adding pre-populated SMART forms to the online options. This will allow advisers to produce a shortened application form only containing the sections relevant to the individual customer.
You can access our online systems from 7am to 11pm Monday – Friday, and 8am to 8pm at the weekend.
For full details on our online support, and to see the full range of what’s on offer click here to enter the SIPPZone. Alternatively, speak to your Standard Life account manager or click on the ‘Contact me’ button at the bottom of this page.
Retirement Manager is a promotional tool available through Standard Life to help you with retirement planning. All advice, recommendations and reports provided to clients from using Retirement Manager remain your sole responsibility.
Links to other newsletter stories
• SIPPZone
• Pensions News archive
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